About the role

Solution Engineer at Traction Rec supporting pre-sales and engagement teams. Collaborating with clients to deliver Salesforce solutions and drive successful outcomes.

Responsibilities

Lead discovery sessions to uncover customer goals and challenges related to digital transformation.
Collaborate with clients to identify needs, diagnose issues, and develop tailored technical and business solutions.
Design solutions that align with client objectives, leveraging business and technical expertise.
Define technical requirements and scope for prospective clients during the sales process.
Craft and deliver high-impact demos, proofs of concept, and solution presentations showcasing Traction Rec and Salesforce capabilities.
Support the creation of RFP/RFI's and statements of work (SOWs).
Partner with sales, engagement teams, and cross-functional stakeholders to drive client success and scalability.
Act as a trusted advisor to clients, guiding their adoption and growth on our platform.
Serve as a subject matter expert for presales, professional services, and system migration projects.
Enhance presales processes by simplifying, standardizing, and improving accuracy and scalability.
Collaborate with team members to solve complex challenges and drive innovation.
Engage with stakeholders at all levels, including C-suite executives, to articulate solution benefits.
Travel to clients and events, as required (Must be able to travel in Canada and US, without restriction)

3+ years of experience creating solutions on the Salesforce.com platform
Strong business acumen combined with an understanding of client operational software, business applications and SaaS solutions
Experience partnering with stakeholders to match business requirements to technology solutions
Experience teaching or demonstrating the impact of technology to business stakeholders; experience as a Solution/Sales Engineer or similar experience working to deliver projects using the Salesforce platform with significant exposure working directly with customers to ideate and estimate solutions
Salesforce Admin Certification, with 1 or more additional Salesforce certifications such as Nonprofit Cloud Consultant, App Builder, Experience Cloud Consultant, AgentForce Specialist preferred
Ability to build strong relationships and drive conversations with C Level executives as well as staff at all levels and external stakeholder
Excellent time management and prioritization skills; ability to multi-task with ease
Embraces a solution oriented mindset; sees challenges as opportunities to solve, not problems to overcome
Proven ability to make sound decisions independently
Project or program management experience an asset